Financial Planning

4 days ago

Mumbai Maharashtra, India JPMorganChase Full time

You are a strategic thinker passionate about driving solutions in financial analysis. You have found the right team.

The Risk P&A Associate role provides a unique opportunity to interact with multiple CROs leads of lines of business. It is an opportunity to learn about the Finance organization in a fast-paced environment. The individual will join the Forecasting Team and be responsible for managing the expense and headcount forecast file including Plan HC walks in partnership with the BMs. Driving budget rounds. Additional responsibilities include managing Indirect Expense allocation including rule writing, queries management as well as monthly YTD adjustments. Hierarchy management for business units of Risk groups

**Responsibilities**:

- Serve as a point of contact for the Risk group BMs regarding headcount and expense planning, and participate in monthly, quarterly, and annual business reviews with CROs and CFOs.
- Perform monthly quantitative analysis of forecast versus actual checks and update forecasts accordingly.
- Create, maintain, and enhance the multi-year budgeting process for the Risk business, assessing the headcount impact on expenses for future years.
- Work closely with Risk BMs to collect headcount updates and calculate the direct expenses impact of forecast and budget scenarios.
- Manage indirect expense allocation in and out from Support and Risk groups.
- Manage standard and alternate hierarchy submissions for support groups.
- Ensure timely, accurate, and informative business financial information, and coordinate business financial planning and budget management.
- Conduct ad-hoc MIS reporting and analysis in conjunction with other team members.

**Required qualifications, capabilities, and skills**:

- CFA/CMA/CA/MBA (Finance)
- Minimum 3 years’ experience in an analytical and financial role and should have worked on Banking products (601)
- Excellent communication (verbal and written) skills
- Superior financial modelling acumen
- Proficiency in Microsoft Office (especially Excel and PowerPoint)
- Experience in using Data extraction and Data analysis tools like SAS/SQL/R/Python
- Proficient in some of the Intelligent Solutions like Alteryx, Qlik Sense, etc.

**Preferred qualifications, capabilities, and skills**:

- Knowledge of Tableau and Alteryx will be an added advantage
- Ability to multi-task multiple requirements under considerable time pressure
- Should be flexible to work in EMEA shifts

  • Financial Planning/analysis

    4 days ago

    Mumbai, Maharashtra, India TIAA Full time

    Financial Planning/Analysis The Financial Planning/Analysis job is responsible for designing analysis of the organization's financial results. Through financial modeling, this job provides insights into the company's financial status, including cash flow, accounts receivable, accounts payable, debt, equity, operating income, and working capital. Under...

  • Financial Planning

    4 weeks ago

    Mumbai, Maharashtra, India Citigroup Full time

    The Financial Planning and Analysis Intermediate Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi s financial results in coordination with the broader Finance team The overall objective is to apply analytical thinking knowledge of data analysis and methodologies to create and analyze...

  • Financial Planning and Analysis

    3 days ago

    Mumbai, Maharashtra, India Blis Full time

    **Finance Planning and Analysis specialist** Blis is looking for a Financial Planning and Analyst Specialist based in Mumbai working for our EMEA,APAC and US subsidiaries. The Financial Planning and Analyst will play a crucial role in supporting business decisions by collaborating with various teams to provide essential commercial finance analysis. The...

  • Financial Planner

    1 week ago

    Vashi, Navi Mumbai, Maharashtra, India Finoviser Financial Services Full time

    **Responsibilities**: - Analyse client’s financial status (e.g., income, expenses and liabilities) - Examine and suggest financial opportunities (e.g., insurance plans, investment strategies) - Develop sound financial plan and budgets for clients according to their changing needs. - Help clients implement their plans and carry out transactions. - Present...

  • Financial Planning

    3 days ago

    Mumbai, Maharashtra, India White Force Full time

    Job description Position - FPR. Financial Planning & Reporting // Investor Relations  Location - Mumbai Broad JD : 1. Oversight over accounting function  2. Preparation of accounting policy, financial statements in accordance with RBI guidelines and IFRS  3. Financial planning and analysis of business function including branch profitability,...

  • Financial Planning and Analysis

    2 days ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis Analyst is an entry level position responsible for assisting in providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize knowledge to create reports/analyses that gauge Citi’s alignment with forecasted...

  • Financial Planning

    10 hours ago

    Mumbai, Maharashtra, India Citi Full time

    **Responsibilities**: - Analyze of Citi’s/Citi’s competitors’ financial performance - Develop and coordinate the annual planning and periodic forecasting processes and review results against plans monthly including annual budget planning and monthly estimate process - Generate flash results/highlights for Board of Directors’ reports and Executive...

  • Financial Planning

    2 days ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...

  • Financial Planning

    2 days ago

    Mumbai, Maharashtra, India Citigroup Full time

    The Financial Planning and Analysis Lead Analyst is a senior professional role responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to contribute to directional strategy as well as utilize in-depth specialty knowledge to provide advice/counsel...

  • Avp- Financial Planning

    3 days ago

    Mumbai, Maharashtra, India Citi Full time

    The Financial Planning and Analysis Senior Analyst is an intermediate level position responsible for providing management with an analysis and insight of Citi’s financial results in coordination with the broader Finance team. The overall objective is to utilize in-depth disciplinary knowledge to generate and analyze reports as well as contribute to the...